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Custom objects

How to add fields to a custom object

Go to Settings › Custom Fields, click Add Field, pick the type (text, number, dropdown, date…), name it, choose the object (e.g. Properties) and a folder, and save. If the value must never repeat (license plate, policy number), check Mark Field as Unique.

Updated on

Before you start

  • The object must already exist (see "How to create a custom object").
  • You need to be an account administrator.
  • List the fields you need and each one's type: short text, long text, number, monetary, phone, date, dropdown, checkbox.
Where to find it

Settings › Custom Fields › Add Field

Step by step

Add a field to the object

  1. In the left menu, open Settings and click Custom Fields.
  2. Click Add Field.
  3. Choose the field type (for example single line text, number, dropdown, date).
  4. Enter the field name (e.g. "Price", "Breed", "Expiry date").
  5. Under Object, choose your custom object (e.g. Properties) instead of Contact.
  6. Pick a folder (group) to organize fields on the record, or create a new one.
  7. For a dropdown, add the options.
  8. Click Save. The field now appears on every record of that object.

Make a field unique (no duplicates)

  1. When creating the field, choose a supported type: single line text, multi line text, number or phone.
  2. Check Mark Field as Unique.
  3. Save. From then on, nobody can save two records with the same value in that field, whether by hand, through a form, a workflow or an import.
  4. You can have up to 10 unique fields per object.

Remove "unique" from a field

  1. In Settings › Custom Fields, find the field and select it.
  2. Click Bulk Actions › Edit.
  3. Uncheck Mark Field as Unique and save.
  4. Careful: this change is permanent; the field can't be made unique again.

Tips

  • Use unique fields for identifiers: policy number, license plate, case number, customer code. Don't use them on text that changes often.
  • Prefer dropdowns over free text for anything you'll filter or report on (status, type, city): free text ends up spelled three different ways.
  • Decide on uniqueness early: once unchecked, there's no going back.
  • Object fields can be used in forms, filters, smart lists and workflows.

Common problems

  • The field doesn't show on the object record → In Custom Fields, check the field was created for the right object (not Contact). Refresh the page.
  • "A record with the same value already exists" → The field is unique and that value is already on another record. Fix the value or open the existing record.
  • I can't mark the field as unique → Only single line text, multi line text, number and phone support uniqueness. Dropdowns, email and dates don't.
  • I can't delete a field → Fields marked unique can't be deleted. Remove uniqueness first (irreversible) and try again.
  • Rows failed on import because of duplicates → The import finishes, but rows whose unique value already exists are rejected. Clean the duplicates in your file and re-import just those rows.

Frequently asked questions

Can I change a field's type after creating it?

Create a new field with the right type and, if needed, migrate the values via import. Changing the type with data already saved can lose information.

Is uniqueness account-wide?

Yes: the value can't repeat on any record of that object in your account.

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